WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$5.65M
3
+$4.37M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.98M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$3.11M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$2.06M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.31M
5
MO icon
Altria Group
MO
+$766K

Sector Composition

1 Financials 9.82%
2 Technology 7.25%
3 Healthcare 5.44%
4 Industrials 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$20K ﹤0.01%
315
+52
1302
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223
+71
1303
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+418
1304
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212
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1306
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750
1307
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1308
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651
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1309
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2,682
1310
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1,135
1311
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987
1312
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1,900
1313
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207
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1314
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631
-1,041
1315
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361
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330
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1318
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310
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1319
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932
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1320
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564
-327
1321
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436
+265
1322
$18K ﹤0.01%
477
+14
1323
$18K ﹤0.01%
778
-51
1324
$18K ﹤0.01%
1,026
+64
1325
– –
0
51 52
53
54 55